Hi Charles, first I need to thank you for so much help!!!
The work on my end it’s not a problem, I just want the user experience to be as smooth as possible.
Let me tell you what I did…
1) I created a template .dotx
2) In that template I stored all the Auto Text entries
3) Using the custom ui editor for Office I added a custom ribbon menu that displays the auto text gallery on the home tab (so the user don’t have to go around looking for that)
Now in each auto text entry I need to insert an identifier (unique to the document) and I am stuck there.
Regarding your suggestion to insert a macro button, I don’t really like it since the user still needs to press it. I would rather add a shortcut to insert date (static version) and instruct users to insert the date.
Regarding the level of control to settings….. I have little to none. The template will be distributed using skydrive, we got digital certificates but are internal to our country (not recognized by an international authority). So in the case the template is distributed as is? What’s the warning level I should expect?
I really like the snippet you write to unlink all date fields. That could be my final option, attach that piece of code to the save event?. I should try that soon and be back with the results.
Many thanks for the help!
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